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Aurora Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Aurora Private Wealth’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.94M Buy
2,771
+265
+11% +$185K 1.22% 18
2026
Q2 		$1.72M Sell
2,506
-126
-5% -$84K 1.09% 25
2026
Q1 		$1.65M Hold
2,632
– – 1.17% 20
2025
Q4 		$1.65M Buy
+2,632
New +$1.64M 1.08% 24
2025
Q2 		$1.05M Buy
1,842
+3
+0.2% +$1.58K 0.77% 32
2025
Q1 		$945K Sell
1,839
-13
-0.7% -$7.03K 0.75% 32
2024
Q4 		$998K Buy
1,852
+8
+0.4% +$4.33K 0.75% 36
2024
Q3 		$973K Buy
1,844
+2
+0.1% +$1.02K 0.76% 35
2024
Q2 		$921K Sell
1,842
-12
-0.6% -$5.77K 0.81% 33
2024
Q1 		$890K Sell
1,854
-66
-3% -$30.2K 0.77% 37
2023
Q4 		$839K Sell
1,920
-10
-0.5% -$4.09K 0.79% 35
2023
Q3 		$758K Buy
1,930
+106
+6% +$43.3K 0.84% 34
2023
Q2 		$743K Sell
1,824
-88
-5% -$33.9K 0.84% 34
2023
Q1 		$719K Buy
1,912
+1
+0.1% +$367 0.77% 35
2022
Q4 		$671K Sell
1,911
-64
-3% -$22.6K 0.77% 34
2022
Q3 		$649K Buy
1,975
+4
+0.2% +$1.46K 0.3% 57
2022
Q2 		$684K Sell
1,971
-4
-0.2% -$1.51K 0.31% 58
2022
Q1 		$820K Buy
1,975
+5
+0.3% +$2.05K 0.34% 56
2021
Q4 		$860K Sell
1,970
-63
-3% -$26.6K 0.37% 52
2021
Q3 		$802K Buy
+2,033
New +$825K 0.33% 64
2021
Q2 		– Sell
-2,472
Closed -$901K – 227
2021
Q1 		$901K Sell
2,472
-1,437
-37% -$510K 0.37% 59
2020
Q4 		$1.34M Buy
3,909
+1,061
+37% +$346K 0.57% 31
2020
Q3 		$876K Sell
2,848
-42
-1% -$12.8K 0.38% 54
2020
Q2 		$819K Sell
2,890
-1,968
-41% -$530K 0.38% 51
2020
Q1 		$1.15M Buy
4,858
+1,827
+60% +$512K 0.4% 56
2019
Q4 		$897K Buy
+3,031
New +$857K 0.32% 58

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aurora Private Wealth's VOO Position: Q3 2026 in Review

Aurora Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2026, buying an estimated $185K and bringing the position to 2,771 shares worth $1.94M. The position accounts for 1.22% of the portfolio, ranked #18.

Aurora Private Wealth first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. 1,602 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Aurora Private Wealth held 2,771 shares of Vanguard S&P 500 ETF worth $1.94M as of Q3 2026.
  • Aurora Private Wealth bought 265 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $185K.
  • Vanguard S&P 500 ETF made up 1.22% of Aurora Private Wealth's portfolio in Q3 2026, its #18 holding.
  • Aurora Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.